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Invesco Bloomberg MVP Multi-factor ETF

44 hedge funds and large institutions have $16.1M invested in Invesco Bloomberg MVP Multi-factor ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 4344 (+1)

1.31% more ownership

Funds ownership: 14.56%15.86% (+1.3%)

5% more capital invested

Capital invested by funds: $15.4M → $16.1M (+$753K)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.44M +$36.7K +753 +0.8%
IFWM
2
Institute for Wealth Management
Colorado
$2.79M -$9.17K -188 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$2.39M +$226K +4,628 +10%
UBS Group
4
UBS Group
Switzerland
$1.19M +$1.12K +23 +0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$567K -$39.2K -803 -6%
BP
6
BBR Partners
New York
$439K
Goldman Sachs
7
Goldman Sachs
New York
$396K
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$363K +$378K +7,758 New
EAM
9
Evanson Asset Management
California
$282K
MFWP
10
Mosaic Family Wealth Partners
Missouri
$276K
Cerity Partners
11
Cerity Partners
New York
$239K
E
12
EntreWealth
Texas
$236K +$238K +4,883 New
AWM
13
Austin Wealth Management
Texas
$236K
Citadel Advisors
14
Citadel Advisors
Florida
$226K +$236K +4,832 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$214K
Creative Planning
16
Creative Planning
Kansas
$211K +$390 +8 +0.2%
RI
17
Ridgewood Investments
New Jersey
$184K -$14.4K -295 -7%
MCM
18
MAI Capital Management
Ohio
$142K +$148K +3,027 New
RIL
19
Rothschild Investment LLC
Illinois
$141K
Osaic Holdings
20
Osaic Holdings
Arizona
$133K +$14.9K +306 +12%
GT
21
Glenmede Trust
Pennsylvania
$119K
Jones Financial Companies
22
Jones Financial Companies
Missouri
$112K +$43.4K +891 +59%
UB
23
UMB Bank
Missouri
$109K
BAM
24
Bellevue Asset Management
Washington
$90K
CA
25
Clearstead Advisors
Ohio
$78.7K

BMVP Hedge Fund Activity: Q4 2024 in Review

44 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q4 2024, worth a combined $16.1M — up 4.9% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BMVP positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $378K. The largest seller was Commonwealth Equity Services, cutting an estimated $39.2K.

  • 44 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $16.1M of Invesco Bloomberg MVP Multi-factor ETF stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 6 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q4 2024 was Bank of Montreal, an estimated $378K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $39.2K sold.

Based on aggregated 13F filings for Q4 2024.